Joan Sharp is a CFP, ChFC-designated registered investment advisor at River Family Advisors LLC, based in Newark, DE, with 22 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are for River Family Advisors' portion only and are in addition to third-party manager fees. Fees are negotiable based on expected capital additions, future earning capacity, and account composition.
Fee Estimator
Contact
Joan Sharp
Location
Regus Office Community Manager, 200 Continental Drive, Suite 401, Newark, DE, 19713
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joan is an unpaid member of a family office committee managing a family property, dedicating minimal time to this role. She also serves as President of Life Strategies, LLC, coaching other life coaches for a few hours per week.
Employment History
Current Registrations
River Family Advisors LLC
Previous Registrations
Glenayr Wealth Advisors LLC
Life Strategies, LLC
Mid Atlantic Financial Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We are an independent advisory firm serving individuals and families we structure process for both personal and financial decisions to ensure that money supports life and change.
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